# D L Rogers Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/d-l-rogers-corporation-480835461-501

> D L Rogers Corporation's Health & Welfare plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** D L Rogers Corporation

- **Sponsor EIN:** 480835461

- **Sponsor Address:** 1225 SOUTH MAIN STREET, SUITE 300, GRAPEVINE, TX, 76051

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 383

- **Total Assets:** $905,388

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|383|$905,388|$2.2M|$1.2M|

| 2023|455|$629,708|$2.4M|$1.9M|

| 2022|572|$523,615|$2.5M|$2.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| OPTUM RX INC.|Other Service Provider|$1,002,236|$1,483|$1,003,719|

| UMR, INC.|Other Service Provider|$339,351|$2,972|$342,323|

| MARSH & MCLENNAN AGENCY LLC - HAAKE|Investment Advisor|$57,491|—|$57,491|

| MARSH & MCLENNAN AGENCY LLC|Investment Advisor|$17,177|—|$17,177|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MARSH & MCLENNAN AGENCY LLC - HAAKE](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,420,710

- **Estimated Expense Ratio:** 156.917% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$25,115|—|$25,115|—|—|

| 2023|$465,038|—|$465,038|—|—|

| 2022|$534,026|—|$534,026|—|—|

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